I ditched corporate America in 1994 and started a management consulting and venture capital firm (http://petercohan.com). I started following stocks in 1981 when I was in grad school at MIT and started analyzing tech stocks as a guest on CNBC in 1998. I became a Forbes contributor in April 2011. My 11th book is "Hungry Start-up Strategy: Creating New Ventures with Limited Resources and Unlimited Vision" (http://goo.gl/ygaUV). I also teach business strategy and entrepreneurship at Babson College in Wellesley, Mass.

AT&T's $14 Billion U-Verse Investment boosts ASSIA, Tweaks Verizon

Clearly AT&T has concluded that DSL is worth a big investment — one that will benefit ASSIA. Moreover, Verizon’s decision to hold back from further FiOS investment suggests that its all-glass-fiber approach to high speed Internet may not be the best solution if copper wires already serve consumers.

Of course, it remains to be seen whether AT&T’s $14 billion investment will pay off for its shareholders. But as Ginis explained, ASSIA offers a service that recommends specific lines with the highest revenue potential and how best to realize that potential.

If AT&T were to use that service – and ASSIA’s recommendations worked — AT&T shareholders could reap the rewards.

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